About
My name is John Champagne from Brockton, Mass. I graduated from Suffolk University in 1998 with a bachelor's in Accounting and a master's in Taxation and business management. I also got all 3 tax certificates from the major tax preparation firms: H&R Block in 2004, Libery Tax in 2016 and Jackson Hewitt in 2018. In addition to seasonal tax preparations, I also specialized in wealth management, stocks and bonds, mutual funds, credit repair, bookkeping, payroll. With these areas of the business off the focus of the customers, they can solely concentrate on growing the business.
the difference i'm making in people's life financial decisions
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Frequently asked questions
What is your typical process for working with a new customer?
My typical process for working with a new customer is meet and greet, have a prepared form to fill out that should provide me to make an accurate assessment/
What education and/or training do you have that relates to your work?
I have an accounting degree in accounting and a master in taxation at suffolk University. Also, I have certificates from the 3 major tax companies: H&R Block, Liberty Tax and Jackson hewitt
Do you have a standard pricing system for your services? If so, please share the details here.
I do not. It depends on the service needed
How did you get started in this business?
I've always had a knack for numbers and love dealing with people
What types of customers have you worked with?
Mostly great, there have been some exceptions.
Describe a recent event you are fond of.
A trip to Vegas in May with my wife for 7 days, i almost never came back.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you ask them questions to evaluate their true knowledge in that area
What questions should customers think through before talking to pros about their needs?
exemption, earned income credit, health insurance, dependents, daycare